MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $1.461B (100.0% shares, 0.0% debt)

Holdings (21)

PGR PROGRESSIVE CORP 11.9%
Value $175M Shares 880,863 Share Price $198.24 Est. Cost/Share $18.00 Unrealized @ Report Date +1001.1%
REGN REGENERON PHARMACEUTICALS 10.9%
Value $159M Shares 205,871 Share Price $772.64 Est. Cost/Share $487.76 Unrealized @ Report Date +58.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%
Value $146M Shares 303,705 Share Price $479.20 Est. Cost/Share $209.72 Unrealized @ Report Date +128.5%
BN BROOKFIELD CORP 7.3%
Value $107M Shares 2,642,836 Share Price $40.47 Est. Cost/Share $29.09 Unrealized @ Report Date +39.1%
AMZN AMAZON COM INC 7.2%
Value $105M Shares 503,120 Share Price $208.27 Est. Cost/Share $96.61 Unrealized @ Report Date +115.6%
NFLX NETFLIX INC. 7.1%
Value $104M Shares 1,085,346 Share Price $96.15 Est. Cost/Share $99.05 Unrealized @ Report Date -2.9%
MLM MARTIN MARIETTA MATLS INC 6.0%
Value $88.25M Shares 149,912 Share Price $588.68 Est. Cost/Share $338.50 Unrealized @ Report Date +73.9%
JPM JPMORGAN CHASE & CO 5.4%
Value $78.91M Shares 268,256 Share Price $294.16 Est. Cost/Share $133.19 Unrealized @ Report Date +120.9%
ECL ECOLAB INC 5.3%
Value $77.71M Shares 292,116 Share Price $266.02 Est. Cost/Share $80.10 Unrealized @ Report Date +232.1%
PAYX PAYCHEX INC 5.3%
Value $77.31M Shares 839,205 Share Price $92.12 Est. Cost/Share $27.14 Unrealized @ Report Date +239.4%
GOOGL ALPHABET INC 4.8%
Value $70.77M Shares 246,102 Share Price $287.56 Est. Cost/Share $107.89 Unrealized @ Report Date +166.5%
CPRT COPART INC 3.9%
Value $56.72M Shares 1,708,574 Share Price $33.20 Est. Cost/Share $40.95 Unrealized @ Report Date -18.9%
UNP UNION PAC CORP 3.8%
Value $55.86M Shares 230,249 Share Price $242.62 Est. Cost/Share $119.01 Unrealized @ Report Date +103.9%
WFC WELLS FARGO & CO 3.8%
Value $54.98M Shares 690,614 Share Price $79.61 Est. Cost/Share $29.05 Unrealized @ Report Date +174.1%
NKE NIKE INC 2.9%
Value $42.42M Shares 803,021 Share Price $52.82 Est. Cost/Share $65.63 Unrealized @ Report Date -19.5%
FDS FACTSET RESH SYS INC 2.8%
Value $40.82M Shares 188,141 Share Price $216.99 Est. Cost/Share $331.81 Unrealized @ Report Date -34.6%
BAM BROOKFIELD ASSET MANAGMT LTD 1.0%
Value $15.07M Shares 339,035 Share Price $44.45 Est. Cost/Share $27.10 Unrealized @ Report Date +64.1%
FAST FASTENAL CO 0.3%
Value $5.071M Shares 109,280 Share Price $46.40 Est. Cost/Share $17.22 Unrealized @ Report Date +169.5%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $1.269M Shares 8,860 Share Price $143.23 Est. Cost/Share $33.05 Unrealized @ Report Date +333.3%
GOOG ALPHABET INC 0.0%
Value $610K Shares 2,125 Share Price $286.86 Est. Cost/Share $111.15 Unrealized @ Report Date +158.1%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $229K Shares 1,195 Share Price $191.92 Est. Cost/Share $170.84 Unrealized @ Report Date +12.3%